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Vanguard S&P 500 ETF

2,371 hedge funds and large institutions have $130B invested in Vanguard S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 989 increasing their positions, 815 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,371
Holders Change
+94
Holders Change %
+4.13%
% of All Funds
37.39%
Holding in Top 10
555
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+7.35%
% of All Funds
8.75%
New
205
Increased
989
Reduced
815
Closed
88
Calls
$836M
Puts
$574M
Net Calls
+$262M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
2001
Bellwether Advisors
Nebraska
$363K
PA
2002
Perennial Advisors
New York
$363K -$16.3K -40 -4%
PG
2003
Patten Group
Tennessee
$363K
FCA
2004
FinTrust Capital Advisors
South Carolina
$363K
IPW
2005
Inlet Private Wealth
Florida
$362K +$362K +889 New
ODG
2006
O'Dell Group
Ohio
$360K -$105K -257 -23%
EF
2007
Empirical Finance
Pennsylvania
$360K
CWM
2008
Cahaba Wealth Management
Georgia
$360K -$6.11K -15 -2%
SFS
2009
Stiles Financial Services
Minnesota
$360K
UIA
2010
Ulland Investment Advisors
Minnesota
$359K +$6.11K +15 +2%
WAM
2011
Walker Asset Management
Missouri
$358K
CCM
2012
Carlson Capital Management
Minnesota
$358K -$13.9K -34 -4%
CPW
2013
Catalyst Private Wealth
California
$358K
KIG
2014
Kennedy Investment Group
New Jersey
$358K +$5.7K +14 +2%
HNW
2015
High Note Wealth
Minnesota
$355K
CP
2016
Castleview Partners
Texas
$354K -$187K -458 -35%
VOYA Investment Management
2017
VOYA Investment Management
Georgia
$354K
HPC
2018
HM Payson & Co
Maine
$354K -$183K -450 -34%
P
2019
&Partners
Tennessee
$352K -$50.9K -125 -13%
PWA
2020
PCG Wealth Advisors
Kansas
$351K
AFG
2021
ABLE Financial Group
Arizona
$349K +$61.5K +151 +21%
NBT
2022
Northwest Bank & Trust
Iowa
$349K +$349K +856 New
LWCFA
2023
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$348K +$54.6K +134 +19%
SFI
2024
SPC Financial Inc
Maryland
$347K +$21.2K +52 +6%
MCIA
2025
Mountain Capital Investment Advisors
Colorado
$347K +$39.7K +95 +13%